Key takeaways
- Planned for after the first release. In the pilot, founders sign in to each portal with an email code.
- The same verified email is the same account on every fund's portal.
- A consent screen appears the first time a founder connects to each fund.
- Saved profile details prefill an application only when the founder asks, and each fund gets its own copy.
- Portal sessions stay on each fund's own address, and signing out can end them all at once.
Planned feature: not in Delsivo yet, and details may change before it ships.
Why one founder account for every fund portal
A founder raising a round may apply to several funds that use Delsivo, each on its own branded portal and address. Without a shared account, each portal is a separate sign-in, a separate profile to fill in and a separate list of requests to remember. The founder account joins them up on the founder's side without joining the funds' data together.
The account lives at my.delsivo.app, in Delsivo's own brand, apart from every fund's portal and from the investor app. It is also where the planned fundraising CRM sits.
How signing in on a fund's portal works
- 1On the fund's portal, the founder chooses Continue with Delsivo, or types their email and receives a code from Delsivo.
- 2The portal sends them to Delsivo's sign-in step, which only returns to addresses that belong to that fund.
- 3If the founder isn't signed in yet, they sign in with an email code or a passkey.
- 4The first time with this fund only, a consent screen in Delsivo's brand says that the fund will receive what the founder submits to it, and nothing else from the account.
- 5The founder returns to the portal with a single-use code that works once, for a short time, for that fund and address only. The portal then starts its own session.
What is shared with a fund, and what is not
| Item | Does the fund see it? |
|---|---|
| The application and files submitted to that fund | Yes, it is the fund's data |
| The saved company profile | Only the values the founder copies into that fund's form |
| The founder's fundraising CRM, notes and stages | Never |
| Applications to other funds | Never, and a fund can't learn they exist |
| Later edits to the saved profile | No, what the fund received stays as it was |
Prefill on request, never automatic
On a fund's application form, Fill from my Delsivo profile copies saved answers and the saved deck into that fund's draft. The founder can change anything before submitting. Each fund gets its own copy of the deck, scanned again for that fund, so a later change to the profile never changes what an earlier fund received.
Founders who applied before the account existed, or with another email, can add that email to the account after confirming it with a code, and their earlier applications connect.
Sessions, sign-out and leaving
- Each fund's portal keeps its own session on its own address. A session never crosses from one fund's address to another.
- Signing out of the account offers to sign out of every fund portal at once.
- Revoking a fund connection signs the founder out of that portal. The fund keeps what it already received, as the fund's own data.
- Deleting the account deletes the CRM, profile and connections, and the founder can send a data request to each fund.